This Week’s Best Investing Reads 2/1/2019

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Here’s a list of this week’s best investing reads:

Yuval Noah Harari: Why We Dominate the Earth (Farnam Street)

Who Owns All the Stocks & Bonds? (A Wealth of Common Sense)

Origins of Greed and Fear (Collaborative Fund)

The Single Greatest Error (The Irrelevant Investor)

Value investing is long on virtue but has been short on reward (The Economist)

Populism + Weakening Economy + Limited Central Bank Power to Ease + Elections = Risky Markets and Risky Economies (Ray Dalio)

This is why we suck at this (The Reformed Broker)

When Charlie Munger Calls, Listen and Learn (Jason Zweig)

Baseball and Stocks: Games of Failure (Global Investment Strategy)

The Futility of Market Timing (Albert Bridge Capital)

Howard Marks Latest Memo: Political Reality Meets Economic Reality (Howard Marks)

Tweedy Browne Q42018 Shareholder Letter (Tweedy Browne)

Ben Graham: Just Plain Lucky? (Safal Niveshak)

Sunken Treasures (Jamie Catherwood)

‘We Shall Not Pass This Way Again’ (The Felder Report)

Zurich to Nice (Vitaliy Katsenelson)

An Evolve-or-Die Moment for the World’s Great Investors (Fortune)

One Big Thing (Of Dollars & Data)

January 2019 Data Update 6: Profitability and Value Creation! (Aswath Damodaran)

Spending Happily (Humble Dollar)

The Insane Story of How an Early Quant Investor Went Rogue (Angelo Calvello)

Rush Hour and Short Cuts: How to Navigate Market Corrections (CFA Institute)

Investing in turnarounds, recovery stocks and corporate transformations (UK Value Investor)

Bridgewater and Renaissance Earn $13 billion for Investors (Validea)

Tightening the Uncertain Payout of Trend-Following (Flirting with Models)

Stock-Picking Contests Are No Way to Pick Stocks (Bloomberg)

3 Red Flags Telling You It’s a Bad Dividend Stock (The Dividend Guy Blog)

Latest 401(k) Balance By Age Versus Recommended Amount For A Comfortable Retirement (Financial Samurai)

The Best Investment – Travel (Pragmatic Capitalism)

Liquid or Illiquid: Are you getting paid enough for less liquidity? (Mark Rzepczynski)

Everything You Wanted To Know About MMT (But Were Afraid To Ask) (The Macro Tourist)

This week’s best investing research:

Buffett’s Alpha (papers.ssrn)

“The Failure of Factor Investing was Predictable” (Alpha Architect)

Central bank gold-buying reaches half-century high (The Financial Times)

U.S. Stocks At 70 Year High Versus Global Stocks (UPFINA)

Frank Holmes: Gold is Going to Have an Incredible Run (Palisade Research)

Fintech – Beyond the Buzzwords (Investment Innovation)

Have Investors Shifted Market Sentiment Too Quickly? (Advisor Perspectives)

This week’s best investing podcasts:

Episode #140: Ralph Acampora, “Don’t Ever Fight Papa Dow” (Meb Faber)

TIP227: Jesse Felder – Market Outlook 2019 (Stig Brodersen & Preston Pysh)

Alex Mittal – Early Stage Investing (Patrick O’Shaughnessy)

Animal Spirits Episode 66: Adverse Variance (Ben Carlson & Michael Batnick)

Donna Snider – Inside the Investment Process at the Kresge Foundation (Ted Seides)

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